-72.5%
CRDL vs VT
+167.8%
-240.3%
-92.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.6% | +0.9% | +0.1% |
| 7D | -1.0% | +0.4% | -1.3% | -1.3% |
| 30D | -16.3% | -2.6% | -13.7% | -13.0% |
| 3M | -27.5% | -3.2% | -24.2% | -24.2% |
| 6M | -22.0% | +0.9% | -22.9% | -22.8% |
| YTD | +8.0% | +11.3% | -3.3% | -6.1% |
| 1Y | +1.0% | +14.0% | -13.0% | -14.7% |
| 3Y | +33.8% | +75.8% | -42.1% | -34.3% |
| 5Y | -58.6% | +57.8% | -116.5% | -76.5% |
| All | -72.5% | +167.8% | -240.3% | -91.9% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling